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Insight, a Fortune 500 Solutions Integrator, is seeking a Client Operations Specialist Sr. in the Manila area to manage quotes, orders, and account activities for assigned Account Executives.
You will coordinate pricing, facilitate procurement, and ensure contract compliance while delivering exceptional customer service. The role requires a Bachelor’s degree and 3–4 years in customer service and order/quotation management, with strong English communication and multi-tasking skills.
Pasig, PH
Requisition Number: 106152
Now is the time to bring your expertise to Insight. We are not just a tech company; we are a people-first company. We believe that by unlocking the power of people and technology, we can accelerate transformation and achieve extraordinary results. As a Fortune 500 Solutions Integrator with deep expertise in cloud, data, AI, cybersecurity, and intelligent edge, we guide organisations through complex digital decisions.
As a Client Operations Specialist Sr., you will be responsible for providing customer service and managing the sales processes of their assigned Account Executive or team of Account Executives (AE). This involves, but is not limited to: quoting, ordering and account management, mailbox and call management, part requests, report generation, order fulfillment, reporting, and collections. Pre-sales support functions include: pre-qualification of accounts, product pricing, research, configuration and product information. Along the way you'll get to:
Responsible for developing efficient practices to serve business needs.
Work on special projects for clients and sales force as needed.
Build relationships with other Insight departments and increase efficiencies where applicable.
Prioritize and respond to incoming client calls and emails
Responsible for correct and accurate order processing.
Prepare, manage and submit sales quotes accurately into the appropriate quote entry system.
Research technical information on product requests and ensure access to procurement.
Ensure special bid pricing is applied and correct cost is captured on every order before order is released.
Ensure contract compliance
Request and/or set up new client sold-to’s, bill-to’s, and ship-to’s as needed.
Manage pricing (agreement manager, contract module) and work with vendors on special pricing.
Assist clients with their web accounts with Insight.
Responsible for RMA management, credit re-bills and collections facilitation.
Follow through to make sure the replacement order (if applicable) is placed and shipped.
Keep sales force informed of any problems and final resolution of issue.
Act as a backup for first level escalation in the absence of a team lead or manager
Bachelor’s Degree
3-4 years of experience in customer service, order management and quotation management is required
Experience in order management, quoting, and the use of quoting software is required
Strong written and verbal English communications skills
Able to successfully manage multiple priorities
Proven ability to communicate effectively across all levels of the organization
Strong commitment to company values and operating principles
Prior experience handling escalations or serving as a subject matter expert is advantageous but not required.
We’re legendary for taking care of our teammates. We want you to enjoy a full, meaningful life and stick around Insight for the long haul.
We offerall the benefits you expect—health, dental, vision, PTO—plus:
But what really sets us apart are our core values of Hunger, Heart, and Harmony, which guide everything we do, from building relationships with teammates, partners, and clients to making a positive impact in our communities.
When you apply, please tell us the pronouns you use and any reasonable adjustments you may need during the interview process.
At Insight, we celebrate diversity of skills and experience so even if you don’t feel like your skills are a perfect match - we still want to hear from you!